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Idaho Business Review recognizes fiscal professionals in newly launched program

money makers for webThe Idaho Business Review is recognizing Idaho fiscal professional leaders whose work has set the tone for their companies and the region. In its inaugural year, Money Makers lauds the people who provide a model of professionalism to peers and show a willingness to go above and beyond the call of duty.

Money Makers leaders have conquered the oft-times rocky road to sound financial footing and set a course for continual success in making money. And, at the end of the day, that means they make sure to include those around them, spreading the wealth and bringing success to their clients and customers.

From more than 50 nominations, a selection committee reviewed dozens of application submissions. Honorees were chosen based on their business and professional achievements as well as their impact on the region. The selection committee has winnowed the number down to 15, representing fiscal professionals in four categories: banking, corporate, investments and professionals.

This year’s seven banking honorees have not only established their financial institutions as solid businesses, but also have worked to provide capital to the community where it’s needed the most. They have pushed to make sure potential homebuyers have access to loans in a still tight lending market and provided a growing number of entrepreneurs with the startup funds necessary to build the region’s economy.

The three corporate honorees, comprising chief financial officers and vice presidents – two carry dual titles – have implemented programs that continue to keep their companies profitable and are finding innovative ways to cut back on expenses and streamline the balance sheet.

The four investment honorees are concerned about one thing – their clients. They take calls at all hours of the night, some going so far as to perform what many would say are household chores. The bottom line is their concern for their client’s bottom line and ensuring their customer is set up for financial security.

One financial professional is being honored for guiding his clients, including individuals, executives and business owners, through a quagmire of tax laws, the intricate ins and outs of stock options, trust and estate planning, and all forms of business enterprises.

“We commend our inaugural class of Money Makers honorees,” said Idaho Business Review Publisher and Vice President Sean Evans. “These fiscal professionals deserve the utmost recognition for the professional standards they follow and the examples they set for their peers, their industries, their communities and the state of Idaho.”

Read their stories in a special section profiling them that will be published along with the Idaho Business Review Friday, Sept. 27.

Idaho Business Review’s 2013 Money Makers

Heather Albert, financial services professional/agent, New York Life, Boise (Investment)

Kelly Anderson, Eastern Idaho region president, Zion’s Bank, Burley (Banking)

Robert P. Aravich, Jr., senior vice president and region senior leader, U.S. Bank, Boise (Banking)

Michael D. Armstrong, chief financial officer, Micro 100 Tool Corporation, Meridian (Corporate)

Timothy A. Brady, financial consultant, portfolio manager, Boise (Investment)

Debbie Cleverley, vice president and manager, private and business banking, Idaho Independent Bank, Boise (Banking)

Todd H. Gill, senior vice president and chief financial officer, United Heritage Insurance, Meridian (Corporate)

Brad Grover, chief financial officer, Western Electronics LLC, Meridian (Corporate)

Tara Hamilton, financial services officer, Les Bois Credit Union, Garden City (Banking)

Sheila Moore, mortgage loan officer, Idaho First Bank, Boise (Banking)

Karey J. Morgan, vice president of member service, Les Bois Credit Union, Garden City (Banking)

Peter Robbins, partner, CliftonLarsonAllen LLP, Boise (Professional)

Jeffrey A. Souza, financial advisor, registered principal, Raymond James Financial Services / Riverside Associates Financial Group, Garden City (Investment)

Scott Summerlin, financial advisor, Principal Financial Group, Boise (Investment)

Rick Tidwell, vice president and branch manager, Idaho Independent Bank, Boise (Banking)

About Jeanne Huff

Jeanne Huff is the special sections editor at IBR, editor of Women of the Year, Accomplished Under 40, CEOs of Influence, Money Makers, Leaders in Law, Corporate Guide to Event Planning as well as editor of custom publications including Welcome to Boise, Dining Decisions, Idaho Heartland Living and Travelog.

2 comments

  1. Congratulations to a fine person I have been happy to know through his mother, Lucile Summerlin. He has made a fine impression on me and I know he is deserving of this recognition of his accomplishments.

  2. Wade and Lucile Summerlin

    Scott Summerlin, one of the investment recipients, is our son. We are so proud of his achievement, especially since he had overwhelming family issues for the past 2 1/2 years. He is a special man with high values. He is an Eagle Scout (1986) and Air Force Academy graduate (1990), and has always reached higher and higher.